HomeMy WebLinkAboutAgendas - 2024.05.16 - 41573
MEMBERS
Chairperson
JOSEPH ROZELL
Employee Member
Vice-Chairperson
JEFFREY PHELPS
Employee Member
Treasurer
ROBERT WITTENBERG
JAMES VAN LEUVEN, JR.
Retiree Member
_______________________
Secretary
CARLY WEBSTER
Assistant Secretary
KELLY PENA
Legal Counsel
AARON CASTLE
VanOverbeke, Michaud &
Timmony, P.C.
OAKLAND COUNTY RETIREMENT AND DEFERRED
COMPENSATION BOARD
2100 PONTIAC LAKE RD, 41 W, WATERFORD MICHIGAN 48328-0440
INVESTMENT SUBCOMMITTEE
Agenda for May 16, 2024 at 12:00 p.m.
Waterford Conference Room
1. Call to Order/Roll Call
2. Approval of the Agenda
3. Public Comment
4. Regular Agenda
5. Reports
a. Review Request for Information for Custodial Banks
i. US Bank
ii. 5/3 Bank
iii. Comerica Bank
iv. Northern Trust
6. Unfinished Business
7. New Business
8. Trustee Comment
9. Adjournment
DEFINED BENEFIT, CONTRIBUTION AND DEFERRED COMPENSATION PLANS